Virtual Lunch Education Meeting
"Now that we know our President for the Next four years, How Should Our Plans Be Changed and Updated?"
Questions? call Diane at 914-664-6193
12:00 PM - Zoom room opens for Networking
12:30 PM - Presentation begins
1:30 PM - Additional Networking time
Please join the EPCWC for a lively and entertaining seminar/discussion:
"Now that we know our President for the Next four years,
How Should Our Plans Be Changed and Updated?"
Experts in the fields of economics, psychology, Estate Planning and Tax will speak for 6 minutes each and then we will break out into small group format for two rounds of five minutes each.
Guaranteed to be the first discussion on this very timely topic.
By popular request, there will be small-group networking time before and after the presentation.
Moderator: Paul M. Millman, ESQ.
Hunter S. Reisner
Hunter S. Reisner has, since 2010, been the Chief Investment Officer of the YMCA Retirement Fund. In this role he leads a team of 15 investment professionals in managing over $7 billion of pension assets, serving over 120,000 YMCA employees nationwide.
Maurice Kassimir, ESQ.
Mr. Kassimir specializes in sophisticated estate tax planning strategies, estate administration and business succession planning for high net worth individuals and closely held business owners. He also consults on income tax planning, asset protection, charitable planning, retirement planning and life insurance strategies.
Richard Baum, CPA, J.D., is a tax partner in Anchin’s Private Client Group, specializing in estate planning and fiduciary taxation. For more than 30 years, he has worked with high net worth families and individuals to achieve their planning goals in a tax efficient way. Richard is a frequent speaker on trust and estate topics and has authored articles on a variety of subjects within the discipline.
Robbie Millman is the Finance Manager at Seritage Growth properties, a publicly traded REIT which owns 30 million square feet of real estate throughout the United States. He is responsible for development of the corporate profit model and has completed over two billion dollars in financings as well as over five hundred million in dispositions.
Margaret Herzog, Ph. D.
Dr. Herzog is a clinical psychologist who has worked with children, adolescents, and their parents for over 35 years. She has been an adjunct professor at Adelphi University, NYU, and John Jay College for Criminal Justice. Dr. Herzog consults and lectures to a wide range of professional organizations, including the New York Women’s Bar Association, The New York Collaborative Professional Association, The International Collaborative Professional Organization , and The Association for Conflict Resolution - Greater New York Chapter.